Jennifer Baker is a financial advisor with Raymond James & Associates in Mitchell, Indiana. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, she worked at IU Health Paoli Hospital and spent time as a homemaker. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional clients. The firm offers tailored financial plans and investment recommendations, with additional expertise in public finance and municipal services.

Wesley Whitfield is a financial advisor with LPL Financial in Paoli, Indiana, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for three years and spent six years with the Paoli Community School Corporation, where he occasionally drives a school bus and participates in extracurricular activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with a range of non-advisory products.

James Sullivan is a financial advisor with Raymond James & Associates in Mitchell, IN, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he owns rental real estate. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with services spanning retail, wrap fee advisory programs, and institutional consulting.